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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Olsen is a registered investment advisor representative (IAR) with Iconiq Capital, LLC. Nicholas has been in the investment advisory industry for over 10 years. Nicholas holds the Series 65 license, which enables them to provide investment advice to clients. In addition to their role at Iconiq Capital, LLC, Nicholas has previous experience at various organizations such as Olsen Family Lawn Care, Intermountain Healthcare, Missionary Training Center, Everspire, AlphaSights, and ICONIQ Capital. The specializations of Nicholas include: Portfolio Management for Private Foundations, Selection of Other Advisers, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
12/07/2024 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
Active
Inactive
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